Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
…
continue reading
Financial Professionals Podcasts
The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
…
continue reading
Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
…
continue reading
This is the official podcast feed of the Society of Actuaries
…
continue reading
A show where questions on personal finance from Healthcare Professionals are never a taboo.
…
continue reading
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
…
continue reading
Financial Education and Entrepreneurship for Professionals
…
continue reading
Fresh insights to jump start your week from Cannon Financial Institute's Executive Chairman, Phil Buchanan.
…
continue reading
Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
…
continue reading
A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
…
continue reading
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
…
continue reading
The Veterinary Financial Podcast is designed to empower veterinarians to take control of their finances and build a life they love. Hosted by Meredith Jones, a veterinarian-turned-financial planner, and David Aizuss, a financial planner married to vet med, this podcast is led by two professionals who truly understand the unique challenges—and opportunities—that come with a career in veterinary medicine. We dive into topics like student loans, investing, entrepreneurship, practice management, ...
…
continue reading
The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
…
continue reading
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…
continue reading
The Healthy Wealth Experience - Where Financial Success Meets Personal Wellbeing Host Chris Hall combines 30+ years in finance with wellness expertise to help entrepreneurs and professionals build wealth without sacrificing their health. From investment strategies to money management, we offer advice to make financial success more sustainable. New episodes every week 📈 Market Analysis with a Wellness Twist 💪 Entrepreneur Health & Wealth Stories 🎯 Practical Money + Mindset Strategies Join 323 ...
…
continue reading
Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
…
continue reading
Curious what it would be like to walk in someone else’s (work) shoes? Join New York Times bestselling author Dan Heath as he explores the world of work, one profession at a time, and interviews people who love what they do.
…
continue reading
Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
…
continue reading
Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
…
continue reading
Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
…
continue reading
Money can be an intimidating topic, particularly for artists and creative professionals. The Artful Dollar aims to change that by having money conversations with Artists as well as financial service professionals. Ryan Roi, the host of TAD, is a tattoo artist, entrepreneur and spiritual seeker offering 1:1 and group coaching to help people build healthy, thriving relationships with money.
…
continue reading
Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
…
continue reading
“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
…
continue reading

1
Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
Financial Freedom and Peace of Mind. For all of us. A podcast by The Frugal Physician for healthcare professionals looking to get their financial house in order and design their ideal lives.
…
continue reading
Financial Markets insights (FMi), a community created by The Realization Group, brings together the best minds in the global financial and capital markets industry to discuss and deliver high-quality thought leadership content.
…
continue reading
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
…
continue reading
Financial Education and Entrepreneurship for Professionals
…
continue reading
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
…
continue reading
The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
…
continue reading
Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
…
continue reading
FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
…
continue reading
Jamila Souffrant is a Certified Financial Education Instructor (CFEI), host of the Journey To Launch podcast and author of "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness". The Journey To Launch podcast explores all aspects of reaching Financial Freedom; from increasing income, paying off debt, investing, saving & learning how to retire early and wealthy. The book, "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happ ...
…
continue reading
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
…
continue reading
Sharing inspiring financial stories from everyday normal people. From financial industry professionals, hobby money bloggers to 80-year-old retirees, there are so many exciting financial stories for you to uncover. Tune in every other Wednesday to The Art Of Money & Communication podcast, where we focus on achieving financial independence and self development.
…
continue reading
LawyerFI is here to empowers legal professionals to achieve financial independence. Join us as we explore the intersection of law and finance, providing valuable insights, tips, and strategies to help lawyers take control of their financial future. Our aim is to equip legal professionals with the knowledge and resources they need to thrive both in their legal careers and personal finances.
…
continue reading
This Podcast is your go-to hub for buying, building, and scaling businesses—designed for entrepreneurs, professionals, and investors looking to escape the 9-to-5, gain financial freedom, and take control of their future through business acquisition.
…
continue reading
Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
…
continue reading
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
…
continue reading
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
…
continue reading
The Grind, hosted by business entrepreneur Eric James, is a talk show about local business professionals, entrepreneurs, politicians & people of interest, that chose to bet on themselves & embraced the daily hustle that we call the Grind. #TheGrind, channels the stories behind successful individuals by exploring their ideology of what it takes to manifest a successful business in an ever changing economic, pollical and social media environment.
…
continue reading
Welcome to the MA & CO Accountants Podcast, your go-to source for expert insights into UK tax laws, accounting practices, and financial planning. Hosted by seasoned professionals, we simplify complex financial topics and provide practical advice for small to medium-sized businesses, entrepreneurs, and individuals. Stay tuned for discussions on the latest HMRC guidelines, VAT regulations, and business strategies to help you stay ahead in today’s ever-changing financial landscape.
…
continue reading
In this podcast series from the Institute of Chartered Accountants in England and Wales (ICAEW), a panel of guests dissect the latest headlines and provide expert analysis on the top stories from across the world of business, finance and accountancy
…
continue reading

1
Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners
Genesis Wealth Planning
Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strate ...
…
continue reading
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
…
continue reading
If you’re a financial professional tired of overcomplicated marketing, this podcast is your reset button. This podcast is where financial pros like you learn how to reset what’s not working, breathe a little easier, and simplify your marketing so it actually works (and sounds like you). I’m Bianca Smith, founder of Bee Simplified and every week I’ll share honest insights, simple strategies, and stories to help you bring more clarity and ease to your business.
…
continue reading
Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. C ...
…
continue reading
Vivian Tu, aka Your Rich BFF, is getting up close and personal, about the good, bad, and ugly on how money impacts all of our lives. Instead of your traditional boring business podcast, Networth and Chill covers financial topics as they relate to YOUR ACTUAL LIFE, all while feeling like a conversation with your best friend. Each episode breaks down a complicated economic or business concept into easy to understand terms, while tapping experts, professionals, and some of your favorite famous ...
…
continue reading

1
59. Why Tax Season is the Wrong Time to Outsource Your Marketing
14:57
14:57
Play later
Play later
Lists
Like
Liked
14:57Don’t hire a marketing strategist in the middle of tax season. Sounds strange coming from me, right? But if you’re a CPA or financial pro trying to outsource your marketing between December and April, you’re setting yourself up for overwhelm. In this episode, I’m breaking down: Why tax season is the worst time to start outsourcing your marketing Th…
…
continue reading
In this episode, we’re excited to welcome Reagan Miller, the newest member of our Fort Worth team. She shares her journey into wealth management, how her background in admin and marketing supports her role, and her passion for organization, bookkeeping, and learning new skills. Reagan also talks about her excitement for being part of the Fort Worth…
…
continue reading

1
Financial Planners Reviewing a "Professional's" Financial Plan
56:48
56:48
Play later
Play later
Lists
Like
Liked
56:48Dr. Dan & Emily review a financial plan by a team of "professional" financial planners. See Dr. Dan & Emily review the plan on video: https://youtu.be/7ALOJsGQ4qU To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners…
…
continue reading

1
Andrew Ross Sorkin on the Stock Market Crash That Shattered America
40:16
40:16
Play later
Play later
Lists
Like
Liked
40:16Almost everyone is talking about us possibly being in a bubble. Regardless of how AI investment ultimately pan out, there is an incredible amount of retail speculative mania in the air. So, how does this environment compare to past periods of exuberance? On this episode, we speak with Andrew Ross Sorkin, the editor of Dealbook, the co-host of CNBC'…
…
continue reading

1
528: Investing Is More Like Poker Than Chess
46:25
46:25
Play later
Play later
Lists
Like
Liked
46:25Most people picture investing as a game of chess. Everything is visible on the board, the rules are clear, and if you’re sharp enough, you can see ten moves ahead. But markets don’t work like that. They shift in real time—rates change, policies flip, black swan events crash the party. That’s why I think investing looks a lot more like poker. In pok…
…
continue reading

1
528: Investing Is More Like Poker Than Chess
45:01
45:01
Play later
Play later
Lists
Like
Liked
45:01Most people picture investing as a game of chess. Everything is visible on the board, the rules are clear, and if you’re sharp enough, you can see ten moves ahead. But markets don’t work like that. They shift in real time—rates change, policies flip, black swan events crash the party. That’s why I think investing looks a lot more like poker. In pok…
…
continue reading
We speak with Shane Corrodes, a venture capitalist, and President of Corkerbec Venture Partners LLC. We discuss what his company looks for when purchasing other companies. He is also the owner of a restaurant Elevation Kitchen and Cocktails in Conyers, GA. How he established the restaurant, how he selected his partners to go into business with, and…
…
continue reading

1
Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
1:22:50
1:22:50
Play later
Play later
Lists
Like
Liked
1:22:50Jim and Chris discuss a listener PSA on estimating early retirement benefits, followed by questions on Social Security benefit calculations and reductions, HSA held annuities, and IRA annuity pro rata rule application. (14:45) George shares a PSA explaining how to input future earnings on the SSA site to better estimate early retirement benefits. (…
…
continue reading

1
Bond returns less likely to be influenced by duration
34:57
34:57
Play later
Play later
Lists
Like
Liked
34:57The guests on the latest edition of the FT Adviser podcast agree that while duration will always be a very significant arbiter of returns, it is perhaps not quite to the same extent as has been in the recent past. George Fox from the Merlin multi-manager team at Jupiter, Mohammed Kazmi, fixed income strategist at UPB UK, and Ryan Myerberg, fixed in…
…
continue reading

1
John Ganz on the Era When America Was Consumed by Panic With Corporate Japan
47:17
47:17
Play later
Play later
Lists
Like
Liked
47:17These days, there's a non-stop drumbeat of concern that China and its dominant companies will eat America's economic lunch, so to speak. Of course, this isn't the first time in our history that there were worries about a rising Asian industrial power. In the 1980s and early 1990s, there was a lot of concern about the rise of corporate Japan. And th…
…
continue reading
In this episode, Mark Morton dives into the swirling speculation around the upcoming UK budget. From leaked memos and proposed tax hikes to the political balancing act behind non-dom policies and dividend allowances, Mark offers a candid take on what might be coming and what it could mean for businesses, investors, and taxpayers. With reflections o…
…
continue reading
Popular investments usually get all the attention, but in this video, we’ll share 5 "underrated investments", including familiar ones and some you might not expect, that can really give you good returns. 💵 Investing for beginners, learn more here! https://rampver.com/invest-yt 🌱 Register for a FREE Rampver Online account and start investing for you…
…
continue reading

1
EPISODE 81: Money Trauma - How to Heal Your Relationship with Money with Nadine Zumot
47:23
47:23
Play later
Play later
Lists
Like
Liked
47:23In this episode of The Artful Dollar Podcast, Ryan Roi and his good friend and fellow money coach Nadine Zumot to discuss the profound impact of Internal Family Systems (IFS) on transforming money habits and financial well-being. Nadine, a new member of the Artful Dollar coaching team, shares her experience helping her own clients overcome debt and…
…
continue reading
Upthinking Finance™ is now trademarked In this episode of Upthinking Finance, we’re joined by returning guest Alex Krainer, a former hedge fund manager, market analyst, and outspoken commentator on global affairs, who shares candid perspectives on looming global tensions and his personal mission to help others understand the forces shaping our econ…
…
continue reading

1
073: Five Steps to Prepare for the Jump in Student Loan Payments
13:38
13:38
Play later
Play later
Lists
Like
Liked
13:38With the recent student loan repayment changes, many veterinarians are facing a much bigger bill than before. Whether you’re moving from SAVE to PAYE, preparing for Old IBR in a couple of years, or switching plans and suddenly seeing your payment double, the jump can feel overwhelming. You’re not alone in this — and you can prepare. In this episode…
…
continue reading
Send us a text In this episode, we dive into the truth about investor sentiment and why emotions often drive market behavior more than logic. From inflation fears to market corrections, we’ll show you why reacting to headlines and short-term noise can cost you big in the long run. We’ll break down how the economy’s resilience, the role of correctio…
…
continue reading

1
YFP 425: Beyond the Numbers: Life Planning for Retirement
50:21
50:21
Play later
Play later
Lists
Like
Liked
50:21Retirement isn’t just about the numbers. Tim Ulbrich, PharmD and Tim Baker, CFP® and Registered Life Planner, explore how life planning can help you design a retirement filled with purpose, meaning, and fulfillment, not just financial security. Episode Summary When it comes to preparing for retirement, most conversations focus on the financial side…
…
continue reading

1
32: From Code to Culture: Building Real Capability in Financial Technology Teams
32:09
32:09
Play later
Play later
Lists
Like
Liked
32:09In Financial Markets, where technology moves fast and precision is critical, training is more than onboarding, it’s how firms build lasting capability. In this episode of Financial Markets iNSiGHTS, host Tina Kane speaks with Michael Clarke, CEO of Mallon Associates, about the evolving role of practitioner-led learning in shaping productive, resili…
…
continue reading

1
Why the Price of Money Surged in the Last 6 Years
42:55
42:55
Play later
Play later
Lists
Like
Liked
42:55What changed between 2019 and 2025? Why are interest rates so much higher? Why does it seem virtually unfathomable that the Fed will return to ZIRP anytime soon? Why do investors expect this rate cut cycle to be so shallow? The answer, theoretically, is that the neutral rate of interest has gone up. But what is the neutral rate of interest, and why…
…
continue reading

1
Shutdown concerns, the quest for tax guidance, the future of IRS service
20:45
20:45
Play later
Play later
Lists
Like
Liked
20:45Melanie Lauridsen, the AICPA’s vice president–Tax Policy & Advocacy, joined the JofA podcast on Tuesday to provide context on the government shutdown and its effect on IRS services, along with discussion on other tax advocacy topics. The interview was conducted the day before the IRS announced that most of its operations were closed and that a plan…
…
continue reading

1
Marketing & Distribution Section: Insuring Tomorrow: Navigating the Digital Revolution in Insurance
7:50
7:50
Play later
Play later
Lists
Like
Liked
7:50Join host Tiana Zhao as she explores the cutting-edge trends reshaping the insurance landscape. From AI-driven underwriting to climate-focused products, this episode of the SOA Marketing and Distribution podcast dives deep into the technological and societal shifts transforming how we think about risk and protection. Discover how insurtech startups…
…
continue reading

1
Emerging Topics Community: GenAI with Coding Agents – Simulating Healthcare Costs
24:39
24:39
Play later
Play later
Lists
Like
Liked
24:39Anders Larson and Shea Parkes discuss using GenAI applications with coding agents to simulate healthcare costs. They revisit the distinction between large language models (LLMs) and the applications that wrap them. They then use some newer GenAI application functionality to generate some simulated healthcare cost distributions. During their discuss…
…
continue reading

1
Ep #413: XYPN’s 2025 Benchmarking Study Highlights LIVE
55:55
55:55
Play later
Play later
Lists
Like
Liked
55:55Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hiring, and the value of CFP® certification, this episode gives a candid, data-driven look at what works (and what doesn’t) when growing a fee-only firm.
…
continue reading

1
Infinite Ties: Built for the Firms Ready to Lead and Redefine CAS
29:16
29:16
Play later
Play later
Lists
Like
Liked
29:16Send us your thoughts or what you want to hear more about! In this episode of Canopy Practice Success, host KC Brothers welcomes two leaders who have been shaping Client Advisory Services for years: Deneen Dias and Christine Triantos, co-founders of Infinite Ties. From their early-adopter journeys to launching a new venture, Deneen and Christine sh…
…
continue reading

1
Episode 447- Saving vs. Investing: How to Use Both to Build Financial Freedom
35:42
35:42
Play later
Play later
Lists
Like
Liked
35:42In this solo episode, I’m breaking down one of the most important concepts on the path to financial freedom, the difference between saving and investing, and why you need both. I share how growing up with a single mom and grandmother who were natural savers taught me early lessons about money, and how those habits helped me buy my first condo at 22…
…
continue reading

1
Military Retirement Planning: EDU #2541
1:13:21
1:13:21
Play later
Play later
Lists
Like
Liked
1:13:21By Jim Saulnier, CFP® & Chris Stein, CFP®
…
continue reading

1
Making Million-Dollar Decisions: Suzy Welch's Tools for Success
51:12
51:12
Play later
Play later
Lists
Like
Liked
51:12By Vivian Tu
…
continue reading

1
Stock Market All Time High! What's Coming Next? #202
21:36
21:36
Play later
Play later
Lists
Like
Liked
21:36
…
continue reading
…
continue reading

1
#265 - First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera
40:51
40:51
Play later
Play later
Lists
Like
Liked
40:51
…
continue reading

1
The 5-Part Marketing Review Every Advisory Firm Needs to Stay Relevant and Grow
7:27
7:27
Play later
Play later
Lists
Like
Liked
7:27By Ray Sclafani
…
continue reading
Monitoring global networks of seismometers, evangelizing for stronger buildings instead of better predictions, and measuring LA's slow crawl toward Alaska with Lucy Jones, a seismologist in Southern California. Why does she begin counting when she feels the earth start to shake? And how did a nuclear test ban treaty end up boosting the science of e…
…
continue reading

1
Top 10 Fears People Have About the Future of Their Profession
29:33
29:33
Play later
Play later
Lists
Like
Liked
29:33
…
continue reading

1
5 "Rules" of Finance That You Can Easily Break
35:22
35:22
Play later
Play later
Lists
Like
Liked
35:22By Lucia Capital Group
…
continue reading
By Cambridge
…
continue reading

1
LawyerFI Podcast: Dr. Alan - Who Are The Bogleheads (Episode 25-007)
56:45
56:45
Play later
Play later
Lists
Like
Liked
56:45By Adam B. Cordover, Esq.
…
continue reading
Description: Listen as co-hosts Jackie Lee and Josh Hammerquist speak to data scientist Supriya Ramachandra as they discuss how she attacks messy data with Artificial Intelligence and Machine Learning. From this discussion, actuaries will learn about how these cutting-edge tools can be used in their work. PleaseNote: At timestamp 11:00: The trainin…
…
continue reading

1
International Travel, Children with Disabilities, and Downsizing Your Life
46:17
46:17
Play later
Play later
Lists
Like
Liked
46:17Dr. Dan and Emily discuss some nuances of planning for international travel, how to plan for children with disabilities, and some tips for downsizing your life. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-i…
…
continue reading

1
Behind the Numbers: Dealing with uncertainty, and mental health
30:06
30:06
Play later
Play later
Lists
Like
Liked
30:06We’re all navigating uncertainty right now. How can accountants manage it professionally and personally? Riaz Shah OBE, former EY Partner and Professor of Practice at Hult International Business School, breaks down the biggest factors affecting the profession at the moment, and how it might shape the role and future of accountants. Then Paul Guess,…
…
continue reading

1
James van Geelen on the Next Phase of the AI Buildout
38:38
38:38
Play later
Play later
Lists
Like
Liked
38:38Money has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas turbines, and the infrastructure needed to train and deploy bigger and bigger models. So what comes next? On this episode, we speak with James van Geelen, founder of Citrini Research. We talk to him about his latest field trip to one of OpenAI's new…
…
continue reading

1
Defining Defined Benefit Plans with David Podell
26:54
26:54
Play later
Play later
Lists
Like
Liked
26:54In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for the right business owner, a defined benefit plan can supercharge their ability to put away qualifie…
…
continue reading

1
EP #20: Breaking the Ice: Why Sobriety Became My Secret Weapon in Pro Hockey | Toni Will
23:08
23:08
Play later
Play later
Lists
Like
Liked
23:08By Chris Hall
…
continue reading
…
continue reading
If you look at the wealthiest people in the world, they almost always get there through business ownership or real estate. The only real exceptions are athletes and entertainers—and let’s be honest, that’s not a realistic path for most of us. We talk about real estate a lot here and through deal flow in our investor club. But today I want to focus …
…
continue reading
If you look at the wealthiest people in the world, they almost always get there through business ownership or real estate. The only real exceptions are athletes and entertainers—and let’s be honest, that’s not a realistic path for most of us. We talk about real estate a lot here and through deal flow in our . But today I want to focus more on busin…
…
continue reading
Do you understand your value? We speak with Ben Ali, the son of the Founders of the famous Ben's Chili Bowl in Washington, DC. He is a legacy entrepreneur, an author, and founder of the ASCEND Movement. We discuss empowerment, understanding your value, mental and spiritual wealth, mentorship and more. Tune in now! Black Men Sundays is ranked #12 of…
…
continue reading

1
Social Security, Roth Conversions, RMD Calculations: Q&A #2540
1:20:09
1:20:09
Play later
Play later
Lists
Like
Liked
1:20:09Jim and Chris discuss listener questions on Social Security spousal benefits, a listener PSA on IRMAA repayment silence, IRMAA reduction eligibility and planning considerations, and a PSA on how 60-day rollover Roth conversions affect year-end RMD calculations. (7:45) A listener points out a possible error from a recent episode and looks for clarif…
…
continue reading

1
EPISODE 80: 90% of Tattoo Artists Make this 1 Marketing Mistake
42:10
42:10
Play later
Play later
Lists
Like
Liked
42:10In this episode of the Artful Dollar, Ryan Roi details an effective Instagram social media marketing strategy to attract clients, nurture leads, and sell tattoos without relying on cringey trends. This lesson lays out the importance of creating varied content that highlights personal stories, educational insights, and relatable experiences. By foll…
…
continue reading

1
‘We’re massively behind’ with cryptofinance
22:21
22:21
Play later
Play later
Lists
Like
Liked
22:21
…
continue reading